Custom KPIs and Dashboards
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Customizing any PbN dashboard

How to set up a dashboard to quickly access the KPIs you want to examine.

Here's how to customize one of the default dashboards. For example, you can change what you see on the Home dashboard and make it the first screen you see after logging in.

First, from the Home dashboard, you would select the three dots in the upper right corner. 

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Select the Duplicate option. You've just created a "clone" of the dashboard that you'll see listed on the Upper Left of the Screen. Selecting the pencil-shaped icon to the right of the title will open the editing feature. You can rename the dashboard, share it with other PbN users in your office, and customize panels. They can be put in Groups, and the panels can be removed or relocated to another group. Any KPI panel can be added, even if it is a topic unrelated to that page's KPIs. More Groups can also be added.  

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Selecting the Menu button on the upper right now gives you the option to make this new dashboard the Home page, so when you log in to PbN, you'll go straight to this page.  

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